Kotak BSE Housing Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Kotak BSE Housing Index Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹13 Cr
N/A
0.77
Nil
BSE Housing Total Return
Kotak BSE Housing Index Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.86 | -2.39 | 3.79 |
| 6M | 10.70 | 1.56 | 46.19 |
| 1Y | -8.97 | 2.23 | 56.38 |
| 3Y | 5.64 | 9.58 | 200.69 |
Portfolio Analysis
- Equity: 100.06%
- Debt: -0.06%
- Others
About Fund Kotak BSE Housing Index Fund Growth
Kotak BSE Housing Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹13 Crore. The fund benchmarks its performance against the BSE Housing Total Return while maintaining an expense ratio of 0.77. Under the expert guidance of Jeetu Valechha Sonar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Jeetu Valechha Sonar
Mr. Jeetu Valechha Sonar holds B.com. He has more than 11 years experience in Commodity and Equity dealing and advisory. Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Nifty 50 Index Fund Growth | 0 | 23,783 CR | 0.44 |
| DSP Nifty 50 Index Fund Growth | 0 | 1,108 CR | 0.44 |
| Kotak BSE Housing Index Fund Growth | 0 | 12 CR | 0.77 |
| HDFC Silver ETF Growth | 0 | 8,312 CR | 0.58 |
| Axis Silver ETF Growth | 0 | 2,068 CR | 0.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Nifty 50 Index Fund Growth | -7.4774 | 17.8017 |
| This FundDSP Nifty 50 Index Fund Growth | -7.3805 | 17.8732 |
| This FundKotak BSE Housing Index Fund Growth | -8.9676 | 17.8908 |
| This FundHDFC Silver ETF Growth | 53.4026 | 199.5158 |
| This FundAxis Silver ETF Growth | 53.9436 | 200.6906 |
Kotak BSE Housing Index Fund Growth FAQs
- 1 Month : -7.86%
- 6 Months : 10.70%
- 1 Year : -8.97%
- 3 Years : 5.64%
